James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

The investment seeks long-term total return. The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting ...

Modern Portfolio Theory (MPT) has been the very bedrock of investment management and, more specifically, portfolio construction and asset allocation, for decades. To oversimplify, one might explain ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

2023 was a year like no other. From the persistence of structural and cyclical fluctuations, geopolitical fragmentation, and the rapid adoption of Generative AI and other megatrends, adapting and ...

See holdings data for PineBridge Dynamic Asset Allocation Fund (PDAVX). Research information including asset allocation, sector weightings and top holdings for PineBridge Dynamic Asset Allocation Fund ...